POWER SESSION
"Massive Tax Planning Value - 2021 Is Not Over Yet"
If you’re not talking taxes with your clients, somebody else is, or will be soon.
11/17/2021 @ 8AM PST

Steven Jarvis, CPA

Co-Founder Retirement Tax Services

Matthew Jarvis, CFPⓇ

Jarvis Financial, The Perfect RIA
WHAT WILL YOU LEARN IN THIS SESSION
GET READY
Five specific topics to consider for your clients as we approach year end and the actions you can take to deliver massive value.
HAVE TOOLS
Not just theory, the details of how to deliver on these topics including the tools RTS provides for Members (including white label content).
SET EXPECTATIONS
If it doesn’t get reported it didn’t happen. If you’ve ever had a bad experience with a client’s tax preparer come ready to learn what this relationship should look like.
OUR TOP YEAR END TAX PLANNING REMINDERS AND 
HOW TO PUT THEM IN PRACTICE
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